Creighton University 2017 Level III Boot Camp Four-Day Intensive CFA Review Program

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1 Creighton University 2017 Level III Boot Camp Four-Day Intensive CFA Review Program Creighton University is excited to offer our 8th annual, intensive 4-day Boot Camp for the June CFA exam. This program will be offered five weeks before exam day and is the ideal supplement to weekly review courses or self-study preparation. When: Thursday, April 27 through Sunday, April 30 Where: Creighton University, Omaha, Nebraska, Schedule: Sessions will run each day 8:30 AM to 6:30 PM Why You Should Come to Omaha: In our experience, getting ready for the Level III exam requires a review of the CFA curriculum combined with valuable exam tips and best practices for exam day. Our Boot Camp focuses on curriculum review in a hands-on, problem-based structure that emphasizes not just review but practice as well. Our team-based approach allows us to specialize and deliver to you a high-quality exam preparation experience. Our team has the experience and background to help you get ready for the June exam. Our Team: We have assembled a team of skilled, knowledgeable instructors who have years of experience in delivering CFA review education. Our team approach is important to you, the candidate, because each instructor focuses on the core material where he or she can best add value to your exam preparation. This focus means you will get high-quality emphasis and instruction in the instructors' areas of strength. Additionally, our instructors will be available to answer your questions both before and after the boot camp. Cost: The price of this review session is $899. Cost includes refreshments during breaks, lunch, and a Kaplan/Schweser Mind Map slide pack. You may also purchase a Schweser package of study materials, which include Schweser Notes Volumes 1-5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank and Review Workshop Workbook at a substantial discounted price of $250. Benefits of our program: We have put together a program with excellent, knowledgeable instructors at a very reasonable price. Our unique program is offered Thursday through Sunday. This schedule is designed so that you will not miss a full week of work to attend our program.

2 2017 Creighton Level III Boot Camp Instructors Darren Lee, CFA, FRM, CPA, CA Darren operates his own consulting practice in Toronto, dealing primarily with finance and tax solutions for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager at the Royal Bank of Canada. Darren has extensive experience in lecturing and grading activities relating to professional finance and accounting programs. He has taught for Kaplan Schweser since 2004 and currently manages and teaches in the Schweser weekly CFA exam preparatory course in Toronto, as well as authoring/editing their FRM study materials. Darren has also taught courses for the University of Toronto and the Institute of Chartered Accountants of Ontario. In addition to these activities, Darren maintains part-time careers as a real estate broker and a concert pianist. An avid runner, he has completed several marathons around the world, including Berlin, London, Paris, Boston, Chicago, Houston, and Fukuoka. Darren graduated from the University of British Columbia with a Bachelor of Commerce degree. Randy D. Jorgensen, Ph.D., CFA Dr. Jorgensen is a Professor of Finance and Director of the Master of Investment Management and Financial Analysis program at Creighton University. Dr. Jorgensen has taught classes in all three of Creighton s CFA review courses over a number of years. His teaching in the MIMFA program includes portfolio management, fixed income, derivatives, quantitative analysis, and ethics. Most recently, he has developed and teaches MIM 740 which covers approximately forty-percent of the CFA Level III material. He has published a number of articles in various refereed academic and professional journals. Dr. Jorgensen received his Ph.D. from the University of Missouri in 1994 and earned his CFA designation in Prior to his career in academics, he was a bank examiner and a commercial loan officer. of Melissa Woodley, Ph.D., CFA Dr. Woodley is an Assistant Professor of finance at Creighton University. She teaches Fixed Income and Derivatives in Creighton s MIMFA program and review programs. Most recently, she developed and teaches MIM 739 which covers approximately fortypercent of the CFA Level III material, focusing predominately on the fixed income and derivatives material. Prior to joining Creighton s faculty in 2012, she taught at Samford University and the University of Alabama at Birmingham. She has published articles in journals including the Journal of Applied Finance, the Journal of Trading, and the Journal of Accounting and Finance. Dr. Woodley earned a PhD in finance from the University of Alabama in 2007 and became a CFA charterholder in 2012.

3 2017 Creighton Level III Boot Camp Instructors and Why Attend? Charlie Braymen, Ph.D., CFA Dr. Braymen is an Associate Professor of Economics at Creighton University. Dr. Braymen joined Creighton in 2011 and teaches Economics of Investment Analysis in Creighton s MIMFA program. Dr. Braymen's research and teaching focuses extensively on international economics making him particularly well-equipped to deliver this material in Creighton's CFA review programs. Prior to joining Creighton, Dr. Braymen taught at Kansas State University for four years. He obtained his Ph.D. in Economics from the University of North Carolina. He worked at Ameritrade (now TDAmeritrade) and Ameriprise Financial before his academic career. He earned his CFA designation in Comments from Past Participants "I just wanted to let you know that as of this morning I finally get to don the "green jacket" and put CFA after my name! Thank you for putting on a great bootcamp this past Spring. I felt really well prepared going into the exam and actually felt good walking out as well." "I'm grateful to say that I passed level 3 and am now a charterholder. I thought the program was key to passing the written portion." Your class in Omaha was a key driver to my success. Provided relevant, useful information and tips for success on the exam.

4 2017 Creighton Level III Boot Camp Additional Information Flights Omaha s Eppley Airport (OMA) is located just 10 minutes from the Creighton University campus. Space is limited Reserve your place today! Fill out and return the reservation sheet on the next page or click on the following link and scroll down to the bottom left of the page. You'll find the class link there.

5 RSVP for the 2017 Creighton Boot Camp Please Register no later than April 20, 2017 Enrollment for Boot Camp only... $899 Enrollment for Boot Camp and Schweser package... $1,149 Enrollment as a Creighton Student student...call for price To pay using a credit card, do not complete this form. Instead, please go to the following link: All boot camp classes are listed in the lower left on that page. To pay with check, complete this form and mail it to the address below. Make checks payable to Creighton University. Name Title Company Phone Street City & State Zip Please return this form along with your check made payable to: Creighton University c/o Randy Jorgensen Creighton University - Harper 4032B Creighton University Boot Camp 2500 California Plaza Omaha, NE Schweser package includes Schweser Notes Volumes 1-5, Schweser QuickSheet, Practice Exam Volume 1, SchweserPro QBank and Review Workshop Workbook

6 2017 Creighton Boot Camp Level III April Minor adjustments to the initial time blocks by the instructor should be expected. 15-minute breaks are scheduled at approximately 10:15 AM, 3:00 PM and 5:00 PM. 60-minute lunch breaks are scheduled for 12:15 PM. Lunch is provided and refreshments will be available during the 15-minute breaks. Promptness is appreciated.

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